United Parcel Service (NYSE:UPS) Price Target Lowered to $120.00 at Citigroup

United Parcel Service (NYSE:UPS) had its price target lowered by Citigroup from $126.00 to $120.00 in a research note released on Wednesday,Benzinga reports. The firm currently has a buy rating on the transportation company’s stock.

A number of other equities research analysts have also recently issued reports on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday. Weiss Ratings reissued a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Stephens upped their price target on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. increased their price target on shares of United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service has an average rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Price Performance

NYSE UPS opened at $103.77 on Wednesday. The company has a market cap of $88.03 billion, a PE ratio of 16.04, a price-to-earnings-growth ratio of 2.32 and a beta of 1.11. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $136.58. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The firm’s 50-day simple moving average is $101.23 and its two-hundred day simple moving average is $93.47.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the company earned $2.75 earnings per share. Research analysts predict that United Parcel Service will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. United Parcel Service’s payout ratio is presently 101.39%.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On United Parcel Service

Institutional investors have recently made changes to their positions in the stock. Westbourne Investments Inc. grew its position in United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after acquiring an additional 91 shares in the last quarter. Cornerstone Wealth Group LLC boosted its holdings in shares of United Parcel Service by 3.9% in the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after purchasing an additional 97 shares in the last quarter. Webster Bank N. A. increased its position in shares of United Parcel Service by 16.7% during the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after purchasing an additional 100 shares during the last quarter. Peoples Financial Services CORP. raised its holdings in shares of United Parcel Service by 2.5% during the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after buying an additional 100 shares in the last quarter. Finally, Tema Etfs LLC lifted its position in United Parcel Service by 0.8% in the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock worth $1,289,000 after buying an additional 101 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

Key Stories Impacting United Parcel Service

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analysts turning more bullish — multiple price?target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
• Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher?margin segments). MarketBeat accumulation thesis
• Positive Sentiment: Options flow showed heavy call buying the day after earnings — short?term bullish positioning by some traders (unusual activity vs. typical volume).
• Neutral Sentiment: Industry operational note: FedEx aims to return MD?11 freighters to service after the UPS MD?11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD?11 return plan
• Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
• Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower?margin Amazon volumes — raises short?term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
• Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
• Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz analysis

About United Parcel Service

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.